FAM
APP icon

Fred Alger Management’s Applovin APP Stock Holding History

Fred Alger Management’s Portfolio APP Stock Details APP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667M Buy
1,294,110
+121,070
+10% +$58.4M 2.22% 12
2026
Q1 		$467M Sell
1,173,040
-499,354
-30% -$241M 2.05% 11
2025
Q4 		$1.13B Sell
1,672,394
-219,548
-12% -$138M 4.42% 6
2025
Q3 		$1.36B Sell
1,891,942
-435,702
-19% -$201M 5.29% 5
2025
Q2 		$815M Sell
2,327,644
-506,148
-18% -$164M 3.65% 5
2025
Q1 		$751M Buy
2,833,792
+303,063
+12% +$104M 4.28% 6
2024
Q4 		$820M Sell
2,530,729
-1,008,738
-28% -$255M 3.91% 6
2024
Q3 		$462M Buy
3,539,467
+46,854
+1% +$4.27M 2.24% 8
2024
Q2 		$291M Buy
+3,492,613
New +$271M 1.41% 12

Other funds holding APP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fred Alger Management's APP Position: Q2 2026 in Review

Fred Alger Management increased its Applovin (APP) stake by 10% in Q2 2026, buying an estimated $58.4M and bringing the position to 1,294,110 shares worth $667M. The position accounts for 2.22% of the portfolio, ranked #12.

Fred Alger Management first reported a position in APP in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.36B in Q3 2025. 1,459 funds tracked by Wall St. Rank hold APP as of Q2 2026.

  • Fred Alger Management held 1,294,110 shares of Applovin worth $667M as of Q2 2026.
  • Fred Alger Management bought 121,070 Applovin shares in Q2 2026, an estimated $58.4M.
  • Applovin made up 2.22% of Fred Alger Management's portfolio in Q2 2026, its #12 holding.
  • Fred Alger Management first reported a position in Applovin in Q2 2024 and has held it in 9 quarters since.
  • Fred Alger Management's Applovin position peaked at $1.36B in Q3 2025.
  • 1,459 funds tracked by Wall St. Rank held Applovin as of Q2 2026.

Based on Fred Alger Management's 13F filing for Q2 2026, filed 14 Aug 2026.